Parent Data Confirmation
This session answered pre-submitted PDC questions from our attendees. Questions can be found in the PDF. Links to the Knowledge Base Articles that were discussed, and a link to the video, are listed below.
Here are the Links that were shared during the Presentation:
Parent Data Confirmation Overview:
Parent Data Confirmation Overview
Parent Data Confirmation Setup:
Parent Data Confirmation Setup
Parent Data Confirmation Parent View:
Viewing Data Confirmation as a Parent
Parent Data Confirmation for Office Staff:
Data Confirmation Process for Office Staff
Portal Document Requests:
Authorizations for Parent Data Confirmation:
Authorization for Parent Data Confirmation
Creating Parent Portal Accounts:
Auto/Mass Create Portal Accounts
Creating Individual Portal Accounts
Link to the Video: Ask Aeries! PDC
PDF of the Presentation attached below: